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Adaryl K Davis

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-04
  • TX RA
    APPROVED
    Since 2022-10-04

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Westlake TX 03/2012 06/2024
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
Charles Schwab Bank, Ssb Westlake TX 12/2025 Present
  • 03/2012 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2012-03-21 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
  • 2020-01-10 → 2021-12-31
    Td Ameritrade Investment Management, Llc
    Southlake, TX
  • 2012-03-21 → 2017-10-18
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2010-10-13 → 2012-03-26
    Chase Investment Services Corp.
    Bedford, TX
  • 2009-04-22 → 2009-09-09
    Equitable Advisors, Llc
    Fort Worth, TX
  • 2008-11-11 → 2009-02-12
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-10
S63 Uniform Securities Agent State Law Examination 2008-01-29
  • S66 Uniform Combined State Law Examination
    2008-11-10
  • S63 Uniform Securities Agent State Law Examination
    2008-01-29
Other Names
  • Adaryl Davis
  • Adaryl Kerrari Davis

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
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